Finance Score: 1

Governance Score: 5

Support Score: 3

Excess reserves: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 9

BETHANY SCHOOL

Providing education for boys and girls from the start of year 7 to completion of A levels.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,362,530 available, equivalent to 26 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22	*	£8,077	£7,474	£603	£0	£16,837	£16,363	26.3	118
31/08/21		£7,097	£6,492	£606	£10	£16,316	£12,938	23.9	102
31/08/20		£6,844	£6,674	£170	£5	£15,480	£12,525	22.5	115
31/08/19		£7,407	£6,622	£785	£8	£15,278	£12,505	22.7	112
31/08/18		£6,810	£6,605	£205	£14	£14,973	£12,235	22.2	121
31/08/17		£6,917	£6,490	£427	£15	£14,645	£11,863	21.9	124
31/08/16		£6,946	£6,280	£666	£16	£14,092	£11,547	22.1	108
31/08/15		£6,772	£5,815	£957	£56	£13,327	£10,989	22.7	87
31/08/14		£6,589	£5,859	£729	£39	£12,542	£10,331	21.2	96
31/08/13		£6,467	£5,714	£753	£18	£11,709	£9,601	20.2	103
31/08/12		£6,482	£5,606	£876	£23	£10,866	£8,862	19	105
31/08/11		£6,421	£5,599	£822	£44	£9,961	£8,180	17.5	106
31/08/10		£6,017	£5,615	£401	£42	£9,135	£7,553	16.1	112
31/08/09		£5,821	£4,928	£893	£36	£8,582	£7,152	17.4	87
31/08/08		£5,671	£4,717	£954	£25	£7,407	£6,260	15.9	103
31/08/07		£5,353	£4,446	£907	£23	£6,417	£5,615	15.2	105
31/08/06		£4,429	£4,127	£301	£0	£0	£0	n/a	0
31/08/05		£4,371	£3,810	£561	£0	£0	£0	n/a	0
31/08/04		£4,052	£3,730	£322	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 17%
Liabilities/Income: 41%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 26.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.9

Asset Split ?

Established: 58 years
(65 years as a company)

www.bethanyschool.org.uk

bursar@bethanyschool.org.uk

01580211273

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Provides services

Where it operates

Kent,

Who it helps

Children/Young People

Who works here?

118 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 12/14 persons

Age Range of Trustees: 47-73

MARTIN KELLETT Appointed: 2023, Occupation: Quantity Surveyor

ALEXANDRA SCOTT Appointed: 2022, Occupation: Doctor

DANIEL FRANCIS SHAW Appointed: 2021, Occupation: Self Employed

LINDSAY ROBERTS Appointed: 2017, Occupation: Headmistress

ANDREW CUNNINGHAM Appointed: 2015, Occupation: Head Of Technology And Security

ELIZABETH CONNELL Appointed: 2019, Occupation: Solicitor

GABRIELLA POWER Appointed: 2020, Occupation: Self Employed

JONATHAN MARK FENN (Chair) Appointed: 2011, Occupation: Lawyer

KEITH BUCKLAND Appointed: 2018, Occupation: Accountant

MATTHEW HARMAN Appointed: 2020, Occupation: Regional Director

NIGEL PHILIP KIMBER Appointed: 2012, Occupation: Accountant

PETER ASKEW Appointed: 2017, Occupation: Fund Manager

WENDY SARAH KENT Appointed: 2010, Occupation: School Bursar

ROGER COLLINGWOOD CLARK Appointed: 2013, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALL SAINTS, WALDRON & ST BARTHOLOMEW'S, CROSS IN HAND,

Legal constitution

Charitable company registered in England & Wales on 03/10/1966, number: 307937
Registered at Companies House on 26/03/1959, number: 00624273

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 4 days late,

Main office

BETHANY SCHOOL LTD
CURTISDEN GREEN
GOUDHURST
CRANBROOK
TN17 1LB

Objectives

TO CARRY ON AT GOUDHURST, KENT, AND ELSEWHERE, A SCHOOL OR SCHOOLS FOR THE EDUCATION OF BOYS AND GIRLS, TO GIVE THEM GENERAL OR SPECIALISED INSTRUCTION OF THE HIGHEST CLASS, INCLUDING PROVISION FOR THE EDUCATION AND TRAINING OF INTENDING ENTRANTS TO ANY OF THE PUBLIC SCHOOLS OR COLLEGES, OR ANY OTHER SCHOOLS UNIVERSITIES OR EDUCATIONAL ESTABLISHMENTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources